Cantor Fitzgerald analyst Deepak Mathivanan maintains $Meta Platforms (META.US)$ with a buy rating, and adjusts the target price from $660 to $670.
According to TipRanks data, the analyst has a success rate of 63.4% and a total average return of 21.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Meta Platforms (META.US)$'s main analysts recently are as follows:
Ad budgets experienced an acceleration from August into September, attributed to a surge in political and brand advertising, alongside a rise in consumer sentiment. Furthermore, Meta Platforms saw benefits from political spending and advancements in optimization and efficiencies.
The firm is revising its expectations to account for the significant short-term revenue generated from political advertising and the ongoing uncertainties surrounding TikTok. Despite this, there is an indication from expert ad channel checks that Meta Platforms' one-time revenue boosts are diminishing and that the consumer packaged goods and leisure sectors are showing signs of weakening. It is also highlighted that the firm's projections for the company's capital expenditures in FY25 stand at $50 billion, compared to the broader market consensus of $46 billion.
Insights indicate that the advertising market maintained its strength in the third quarter. This, along with positive shifts in various major currencies, could lead to outcomes that surpass current revenue and profitability projections for Meta Platforms. Additionally, anticipated product developments at Meta are expected to continue driving robust growth through to 2025.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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坎托·菲茨杰拉德分析师Deepak Mathivanan维持$Meta Platforms (META.US)$买入评级，并将目标价从660美元上调至670美元。
根据TipRanks数据显示，该分析师近一年总胜率为63.4%，总平均回报率为21.2%。
此外，综合报道，$Meta Platforms (META.US)$近期主要分析师观点如下：
从8月到9月，广告预算有所加速，这要归因于政治和品牌广告的激增以及消费者信心的上升。此外，Meta Platforms还从政治支出以及优化和效率的进步中受益。
该公司正在调整其预期，以考虑到政治广告产生的大量短期收入以及围绕TikTok的持续不确定性。尽管如此，专家广告渠道调查显示，Meta Platforms的一次性收入增长正在减少，包装消费品和休闲行业显示出疲软的迹象。还强调指出，该公司对25财年公司资本支出的预测为500亿美元，而更广泛的市场共识为460亿美元。
见解表明，广告市场在第三季度保持强劲。再加上各种主要货币的积极变化，可能导致业绩超过Meta Platforms当前的收入和盈利预期。此外，预计到2025年，Meta的预期产品开发将继续推动强劲增长。
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